Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcel? Claim Your ProfileMarcel Konrad Kozlowski is a financial advisor with Florida Financial Advisors, LLC. Marcel has been in the industry for 1 year, and holds the following licenses and certifications: Series 65, Series 63, Series 6TO, SIE. Marcel is registered to provide investment advisory services in Florida, Pennsylvania, and Texas. Marcel also works with clients on fixed insurance sales. The firm has 1371 accounts, and manages approximately $199,000,000 in assets under management. Marcel's clients include high net worth individuals and individuals other than high net worth. The firm offers a variety of services, including financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Fees are based on a percentage of assets or a flat fee based on net worth.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
2% of net worth or assets for financial planning clients
1
2
PA
10/12/2023 - Present
Florida Financial Advisors, LLC (Philadelphia PA)
BC
Issued 06/21/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/24/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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